Plan Snapshot
- Plan Sponsor: Lathrop Gpm LLP
- Sponsor EIN: 430948710
- Sponsor Address: 2345 GRAND BOULEVARD, SUITE 2200, KANSAS CITY, MO, 64108
- Plan Type: 401(k)
- Total Participants: 488
- Total Assets: $349.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 488 | $349.2M | $7.7M | $4.8M |
| 2023 | 425 | $334.4M | $6.6M | $5.0M |
| 2022 | 465 | $309.3M | $7.1M | $5.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $240,678 | $191,214 | — | — | — |
| 2023 | $278,910 | $216,474 | — | — | — |
| 2022 | $283,188 | $217,488 | — | — | — |